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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
According to a recent BlackRock survey, retirement confidence among Americans is down for the first time in several years. 63% of savers say they're on track for their retirement, down from 68% in 2021—and confidence is even lower (51%) among independent retirement savers. This article from FA Magazine breaks down the survey results explores the possible causes of dwindling retirement confidence—and your firm may be able to use this information to guide your communication efforts.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
Articles
March 11, 2025
Articles
February 19, 2025
Articles
February 1, 2025
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.